I love using Piere — it’s become my go-to financial assistant for tracking spending, insights, and AI-powered financial guidance. However, one key area I still rely on other platforms for is investment tracking. It would be incredibly valuable if Piere could offer an Investment View that consolidates and visualizes investment data across all connected accounts. Problem / Use Case At the moment, I use Personal Capital (Empower) to view my investments because Piere doesn’t yet offer detailed investment insights. Specifically, I need to see: - My total investment balance across accounts - Holdings (e.g., funds, stocks, ETFs, etc.) and their proportions - Performance over time (daily, monthly, YTD, etc.) - Asset allocation (e.g., stocks vs. bonds vs. cash) Having this within Piere would eliminate the need to switch apps and provide a more complete picture of user's finances. Proposed Solution / Feature Details Introduce a new Investment tab or dashboard that includes: - Portfolio Summary: Aggregated balances and performance trends. - Holdings Breakdown: List of assets, their values, and percentage weights. - Performance Charts: Historical performance with comparison to benchmarks (e.g., S&P 500). - Asset Allocation Visualization: Pie or bar charts showing diversification. - Insights Integration: Piere’s AI could analyze investment health, diversification, and suggest rebalancing opportunities or risk adjustments (e.g., “Your portfolio is 80% equities — consider rebalancing if your goal is medium-term stability.”). Benefits - Creates a one-stop shop for all personal finance data (spending, saving, investing). - Increases user engagement by offering a richer financial overview. - Reduces the need for third-party tools. - Aligns with Piere’s mission of making financial insights simple and intelligent.